MOAB CAPITAL PARTNERS Overview
Moab Capital Partners Llc is an investment advisor that manages 553.7 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/20. The fund's latest filing disclosed 176MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/20. The fund's latest filing disclosed 176MM in positions, representing 32% of the manager's regulatory AUM.
MOAB CAPITAL PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MOAB CAPITAL PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ATSG | 20.22% | Industrials | 47.26% | 4.3% | 2 | 3% | ||
| AGN | 13.41% | Health | 9.42% | -0.9% | 0 | 17% | ||
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FEATURED IN
MOAB CAPITAL PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Sackler | Passive Owner (Of Moab Capital Partners, Llc) | March-2013 |
| Michael M. Rothenberg | Portfolio Manager/Member (Of Moab Capital Partners, Llc) | April-2006 |
| Chad H. Goldstein | Chief Financial Officer/Chief Compliance Officer (Of Moab Capital Partners, Llc And Moab Private Investments, Llc) | April-2013 |
| Michael M. Rothenberg | Managing Member (Of Moab Private Investments, Llc) | January-2015 |
MOAB CAPITAL PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
MOAB CAPITAL PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Item 8.A Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
MOAB INVESTMENT STRATEGIES AND METHODS OF ANALYSIS
The Master Fund seeks to make investments that have asymmetric risk-return profiles, possessing greater upside potential than downside risk. These investments may include, but are not limited to, common and preferred equity securities, bonds, notes, debentures,
loans, swaps and options. The Portfolio Manager will allocate a varying percentage of
the Master Fund’s assets between (1) event driven investments in different asset classes and industries with capital appreciation and/or current income opportunities; and (2) non-distressed corporate credit opportunities offering current income but little or no capita...
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Item 8.A Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
MOAB INVESTMENT STRATEGIES AND METHODS OF ANALYSIS
The Master Fund seeks to make investments that have asymmetric risk-return profiles, possessing greater upside potential than downside risk. These investments may include, but are not limited to, common and preferred equity securities, bonds, notes, debentures,
loans, swaps and options. The Portfolio Manager will allocate a varying percentage of
the Master Fund’s assets between (1) event driven investments in different asset classes and industries with capital appreciation and/or current income opportunities; and (2) non-distressed corporate credit opportunities offering current income but little or no capita...
Unlock Full Investment Process Description
MOAB CAPITAL PARTNERS Portfolio Concentration
MOAB CAPITAL PARTNERS Location
15 EAST 62ND STREET
NEW YORK, New York
UNITED STATES, 10065
NEW YORK, New York
UNITED STATES, 10065
MOAB CAPITAL PARTNERS Contact Information
Phone Number: 212-981-2646
Fax Number: 212-981-2649
Website: http://www.moabpartners.com
Fax Number: 212-981-2649
Website: http://www.moabpartners.com
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